Latest Institutional Purchases of Ishares Tr (DVY)
This list provides information on the latest institutional transactions involving Ishares Tr (DVY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 31, 2023
Q4 2020
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
101+ 2.68% |
$8.21K - $9.85K
|
3.88K
$534K
|
|
|
Feb 17, 2021
Q4 2020
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
62New |
$5.04K - $6.05K
|
62
$8.54K
|
|
| Q3 2020 | |||||||
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
16.5KNew |
$1.28M - $1.43M
|
16.5K
$2.28M
|
|
|
Oct 21, 2020
Q3 2020
|
Regis Management CO LLC
|
BUY
|
- |
3.16KNew |
$244K - $274K
|
3.16K
$435K
|
|
|
Nov 06, 2020
Q3 2020
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.87K+ 33.65% |
$145K - $163K
|
7.44K
$1.02M
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.08K+ 5.51% |
$74.8K - $98.8K
|
20.6K
$2.84M
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
122New |
$8.46K - $11.2K
|
122
$16.8K
|
|
| Q1 2020 | |||||||
|
Apr 29, 2020
Q1 2020
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
700+ 15.22% |
$43.9K - $75.1K
|
5.3K
$730K
|
|
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
528+ 240.0% |
$33.1K - $56.7K
|
748
$103K
|
|
|
May 19, 2020
Q1 2020
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300New |
$18.8K - $32.2K
|
300
$41.3K
|
|
|
May 01, 2020
Q1 2020
|
Bull Street Advisors, LLC
|
BUY
|
- |
300+ 9.02% |
$18.8K - $32.2K
|
3.63K
$499K
|
|
| Q4 2019 | |||||||
|
Nov 13, 2020
Q4 2019
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
10.3KNew |
$1.01M - $1.09M
|
10.3K
$1.41M
|
|
|
Feb 14, 2020
Q4 2019
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1KNew |
$98.3K - $106K
|
1K
$138K
|
|
|
Feb 14, 2020
Q4 2019
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
267New |
$26.2K - $28.2K
|
267
$36.8K
|
|
|
Feb 14, 2020
Q4 2019
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
PUT |
50New |
$4.91K - $5.29K
|
50
$6.89K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Wolverine Asset Management LLC
|
BUY
|
CALL |
200KNew |
$20.2M - $20.6M
|
200K
$27.5M
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
644+ 19.33% |
N/A
|
3.98K
$548K
|
|
| Q4 2018 | |||||||
|
Jan 25, 2019
Q4 2018
|
Legacy Bridge, LLC
|
BUY
|
- |
350New |
N/A
|
350
$48.2K
|
|
|
Feb 13, 2019
Q4 2018
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
245New |
N/A
|
245
$33.7K
|
|
| Q3 2018 | |||||||
|
Nov 06, 2018
Q3 2018
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.8KNew |
N/A
|
7.8K
$1.07M
|
|
| Q2 2018 | |||||||
|
Aug 10, 2018
Q2 2018
|
Hartford Financial Management Inc.
|
BUY
|
- |
110New |
N/A
|
110
$15.1K
|
|
| Q4 2017 | |||||||
|
Feb 12, 2018
Q4 2017
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
CALL |
3K+ 300.0% |
N/A
|
4K
$551K
|
|
|
Oct 04, 2024
Q4 2017
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$296K
|
|
|
Feb 20, 2018
Q4 2017
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
311New |
N/A
|
311
$42.8K
|
|
|
Feb 15, 2018
Q4 2017
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
PUT |
200New |
N/A
|
200
$27.5K
|
|
| Q3 2017 | |||||||
|
Nov 09, 2023
Q3 2017
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
1.24K+ 19.84% |
N/A
|
7.49K
$1.03M
|
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
560New |
N/A
|
560
$77.1K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$138
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
328KNew |
N/A
|
328K
$45.2M
|
|